Migrate from Goals.com to monday CRM

Goals.com Lead records migrate as Monday.com CRM Contact items on the Contacts board. Each Contact item receives Name, Email, Phone, and any exported lead-score values mapped to typed text or number columns. Owner lookup resolves by email to the Monday.com team member assigned as item creator. Goals.com lead status (new, contacted, qualified) maps to a Status column on the Contacts board matching the stage names from Goals.com.

Goals.com Deals migrate as Items on Monday.com CRM's Deals board. Deal name, value, stage, owner, and expected close date map to the corresponding CRM column types (text, number, status, assignee, date). The Goals.com pipeline stage becomes a Monday.com CRM Status column value; if Goals.com uses multiple pipelines, we create separate Deals board groups or mirror them as separate Monday.com board views rather than separate boards (which CRM does not support natively without a Pro Plan workspace).

Goals.com Sales Goals (call targets, email targets, revenue targets) are exported as historical data. Because Monday.com CRM does not have a native goal-tracking object equivalent to Goals.com's cadence, we create a Goals board with typed number columns for each metric type and populate the target and actual values. Post-migration, the customer's admin rebuilds active goal rules as Monday.com automation recipes that compare activity counts against targets. Commission percentage and payout configuration migrate as text notes for manual re-entry.

Goals.com pipeline stages (e.g., Prospecting, Qualification, Proposal, Negotiation, Closed Won, Closed Lost) map directly to Monday.com CRM Status column options on the Deals board. Probability weights associated with each stage in Goals.com are recorded in a separate number column on the Deals board for dashboard use. Stage names are verified against Goals.com's current pipeline configuration during scoping.

Goals.com commission records are exported as a data file and mapped to a dedicated Commission board in Monday.com with number columns for deal value, commission rate, and payout amount. Because Monday.com CRM does not have a native commission calculation engine, active commission rules and payout schedules are documented in a Commission Configuration Template that the customer uses to manually configure in Monday.com or a connected spreadsheet tool.

Goals.com user accounts with roles (manager, rep) map to Monday.com team members. We resolve by email address. The role distinction (manager vs. rep) becomes a text column on the Users board or is reflected in board-level permission settings. If a Goals.com user has been deactivated, their assigned Deals and Leads are placed in a reconciliation queue for reassignment before migration.

Goals.com notes and activity log entries migrate as Monday.com CRM Updates on the relevant Contact or Deal item. The original timestamp, author, and content map to the update's date, creator, and text. Because Goals.com does not store a full audit trail of every system event (only manually logged activities), activity history completeness is limited to what is explicitly recorded in Goals.com. We flag this limitation in the data audit report before migration begins.

Goals.com team structures (sales teams, regions, or manager-led groups) migrate as Monday.com teams or board groups. Team membership is linked to the migrated user accounts. Monday.com's permission model (viewer, editor, admin per board) is configured to match the Goals.com role structure as closely as the platform allows.

Goals.com contest historical results (leaderboard snapshots, individual scores, contest dates) are exported and placed in a Contest History board in Monday.com with date, participant, and score columns. Active contest scoring rules, point allocations, and live leaderboard logic cannot migrate because they are stored as platform logic rather than data records. We provide a Contest Schema Template documenting the original rules for the customer's admin to rebuild in Monday.com using automations and dashboard widgets.

Goals.com file attachments linked to Deals or Contacts are exported and uploaded as Monday.com CRM file attachments on the corresponding Items. We use Monday.com's native file upload API for binary attachments under 500 MB. Attachments exceeding this limit or stored in Goals.com as external links are flagged for manual transfer. Email attachments stored in Goals.com's activity log are included with the activity note migration.